Key Advice deploys Air platform for all advisers

Key Advice has rolled out the Air platform to its adviser population.

As a result, all advisers at Key Later Life Finance and The Equity Release Expert (TERE) will be able to utilise the Air platform to support advice provision.

The rollout will allow for all advisers to capitalise on Air’s sourcing capability as well as tools such as its write route fact find, later life navigator and suitability reports.

Before the wider adoption of Air across the group, Key Advice has previously used an in-house developed proprietary advice platform which supported product sourcing, a customer fact find process and suitability report production.

Dedicated versions of Air will be used by the later life lending adviser’s propositions, which are tailored to reinforce Key’s own advice philosophy and approach within Air’s endorsed framework.

This aligns with Air’s campaign for more comprehensive later life lending conversations with customers and the need for advisers to consider a wider range of options.

Managing director at Key Advice, Chris Bibby, said: "We are delighted to be joining the extensive community of advisers already benefitting from the Air platform. By using Air sourcing and the ever-growing suite of tools and services for advisers, we will be equipping our advisers with the best technology and support in the market.

"Our revised advice philosophy, post-Consumer Duty, is well supported within the Air platform. As the later life lending market evolves, Air is perfectly placed to enable advisers to have the right conversations with customers to deliver the best possible outcomes."

Chief executive officer at Air, Paul Glynn, added: "We strive to equip advisers serving the needs of the over-50s clients with advanced sourcing capability, support tools and educational services.

"It’s a privilege to welcome Key and TERE advisers onto our platform, joining over 9,000 existing members. We have always worked closely with specialist later life lending advisers across the sector but increasingly our community includes advisers covering the mainstream part of the mortgage market as well as generalist IFAs and wealth managers as lending into later life becomes a normalised part of retirement planning.

"We look forward to collaborating with all our members, our lenders partners and other ambassadors to evolve our services and ultimately support them in providing good customer outcomes for their clients."



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